Innova Wealth Partners

CIK 0001888831 • 7 13F filings • May 6, 2025 – Oct 21, 2026

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Filer information

Filed by: Innova Wealth Partners, Chief Compliance Officer
Address: 12 TERRY DR, STE 203, NEWTOWN, PA, 18940
Phone: (888) 270-1574
AUM: $198.3M

AUM over time

$256.0M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $198.3M149 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$1.4M	0.7%Prev: 0.6%	6,170 SH	Decreased+21 SH
AGNC INVT CORP	COM	$1.0M	0.5%Prev: 0.6%	96,608 SH	Decreased-69,601 SH
ALLSTATE CORP	COM	$264K	0.1%Prev: 0.2%	1,270 SH	Decreased-975 SH
ALPHABET INC	CAP STK CL A	$287K	0.1%Prev: 0.1%	918 SH	Decreased-117 SH
ALPHABET INC	CAP STK CL C	$799K	0.4%Prev: 0.4%	2,545 SH	Decreased-226 SH
AMAZON COM INC	COM	$1.0M	0.5%Prev: 0.6%	4,369 SH	Decreased-1,769 SH
AMERICAN ELEC PWR CO INC	COM	$346K	0.2%Prev: 0.1%	3,003 SH	Decreased+30 SH
AMGEN INC	COM	$374K	0.2%Prev: 0.3%	1,142 SH	Decreased-581 SH
APPLE INC	COM	$3.0M	1.5%Prev: 1.2%	11,144 SH	Decreased+2,028 SH
ASSURANT INC	COM	$226K	0.1%Prev: 0.1%	940 SH	Decreased-159 SH
AUTOMATIC DATA PROCESSING IN	COM	$212K	0.1%	823 SH	New
BANK AMERICA CORP	COM	$218K	0.1%	3,969 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$236K	0.1%Prev: 0.1%	470 SH	Decreased-115 SH
BRADY CORP	CL A	$201K	0.1%Prev: 0.1%	2,564 SH	Decreased-96 SH
BRISTOL-MYERS SQUIBB CO	COM	$376K	0.2%Prev: 0.2%	6,971 SH	Decreased-1,453 SH
BROADCOM INC	COM	$742K	0.4%Prev: 0.3%	2,145 SH	Increased+64 SH
CARDINAL HEALTH INC	COM	$362K	0.2%	1,763 SH	New
CATERPILLAR INC	COM	$306K	0.2%Prev: 0.2%	534 SH	Decreased-2 SH
CENCORA INC	COM	$254K	0.1%Prev: 0.1%	753 SH	Increased+3 SH
CHEVRON CORP NEW	COM	$516K	0.3%	3,387 SH	New
CHUBB LIMITED	COM	$283K	0.1%Prev: 0.1%	908 SH	Decreased-175 SH
CITIZENS & NORTHN CORP	COM	$203K	0.1%Prev: 0.1%	10,067 SH	Decreased
COCA COLA CO	COM	$212K	0.1%Prev: 0.1%	3,028 SH	Decreased-645 SH
CONSOLIDATED EDISON INC	COM	$355K	0.2%Prev: 0.1%	3,571 SH	Decreased-44 SH
CONSTELLATION ENERGY CORP	COM	$739K	0.4%Prev: 0.2%	2,091 SH	Increased+28 SH
CORNING INC	COM	$384K	0.2%	4,385 SH	New
COSTCO WHSL CORP NEW	COM	$464K	0.2%	538 SH	New
CROWDSTRIKE HLDGS INC	CL A	$205K	0.1%	438 SH	New
CUMMINS INC	COM	$1.4M	0.7%Prev: 0.5%	2,703 SH	Decreased-7 SH
DISNEY WALT CO	COM	$217K	0.1%	1,911 SH	New
DYCOM INDS INC	COM	$360K	0.2%Prev: 0.1%	1,064 SH	Increased+100 SH
EA SERIES TRUST	ALPHA ARCH 1-3	$7.9M	4.0%Prev: 4.5%	68,535 SH	Decreased-29,317 SH
EA SERIES TRUST	FREEDOM 100 EM	$235K	0.1%Prev: 0.7%	4,576 SH	Decreased-20,449 SH
EA SERIES TRUST	US QUAN MOMENTUM	$352K	0.2%Prev: 0.6%	5,390 SH	Decreased-17,239 SH
EA SERIES TRUST	US QUAN VALUE	$377K	0.2%Prev: 0.7%	7,736 SH	Decreased-22,240 SH
ELI LILLY & CO	COM	$1.6M	0.8%Prev: 0.8%	1,472 SH	Decreased-288 SH
EXPAND ENERGY CORPORATION	COM	$235K	0.1%	2,125 SH	New
EXXON MOBIL CORP	COM	$1.3M	0.7%	10,712 SH	New
FIDELITY NATIONAL FINANCIAL	COM SHS	$231K	0.1%	4,235 SH	New
GE VERNOVA INC	COM	$207K	0.1%Prev: 0.1%	316 SH	Decreased-56 SH
GMO ETF TRUST	GMO US QUALITY E	$310K	0.2%	8,048 SH	New
GOLDMAN SACHS GROUP INC	COM	$333K	0.2%Prev: 0.1%	379 SH	Decreased
GRAB HOLDINGS LIMITED	CLASS A ORD	$13K	0.0%	11,800 SH	New
GSK PLC	SPONSORED ADR	$390K	0.2%Prev: 0.1%	7,951 SH	Increased+1,011 SH
HALLIBURTON CO	COM	$33K	0.0%	11,700 SH	New
HALOZYME THERAPEUTICS INC	COM	$243K	0.1%Prev: 0.2%	3,618 SH	Decreased-1,898 SH
HOME DEPOT INC	COM	$374K	0.2%Prev: 0.1%	1,086 SH	Increased-157 SH
INTERNATIONAL BUSINESS MACHS	COM	$708K	0.4%Prev: 0.2%	2,389 SH	Increased-25 SH
INVESCO ACTVELY MNGD ETC FD	OPTIMUM YIELD	$2.0M	1.0%Prev: 1.6%	152,995 SH	Decreased-59,675 SH
INVESCO DB COMMDY INDX TRCK	UNIT	$271K	0.1%Prev: 0.2%	12,141 SH	Decreased+25 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$304K	0.2%Prev: 0.4%	4,262 SH	Decreased-11,767 SH
INVESCO EXCHANGE TRADED FD T	S&P SML600 VAL	$930K	0.5%Prev: 0.8%	7,820 SH	Decreased-7,159 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$247K	0.1%Prev: 0.6%	1,289 SH	Decreased-6,257 SH
INVESCO QQQ TR	UNIT SER 1	$2.9M	1.5%Prev: 1.4%	4,775 SH	Decreased+13 SH
ISHARES INC	MSCI JAPAN ETF	$3.6M	1.8%Prev: 0.1%	44,291 SH	Increased+40,931 SH
ISHARES SILVER TR	ISHARES	$593K	0.3%Prev: 0.2%	9,200 SH	Increased+250 SH
ISHARES TR	1 3 YR TREAS BD	$11.2M	5.7%Prev: 5.6%	135,603 SH	Decreased-40,453 SH
ISHARES TR	7-10 YR TRSY BD	$474K	0.2%Prev: 0.8%	4,930 SH	Decreased-19,366 SH
ISHARES TR	CORE S&P SCP ETF	$346K	0.2%Prev: 0.2%	2,876 SH	Decreased-16 SH
ISHARES TR	CORE S&P500 ETF	$837K	0.4%Prev: 0.4%	1,222 SH	Decreased
ISHARES TR	CORE US AGGBD ET	$5.0M	2.5%Prev: 2.2%	50,403 SH	Decreased-9,399 SH
ISHARES TR	EAFE VALUE ETF	$633K	0.3%Prev: 0.6%	8,865 SH	Decreased-10,844 SH
ISHARES TR	MSCI EAFE ETF	$1.6M	0.8%Prev: 2.6%	16,863 SH	Decreased-45,983 SH
ISHARES TR	MSCI EMG MKT ETF	$2.2M	1.1%Prev: 0.3%	40,331 SH	Increased+27,155 SH
ISHARES TR	NATIONAL MUN ETF	$241K	0.1%Prev: 0.1%	2,250 SH	Decreased-380 SH
ISHARES TR	RUSSELL 2000 ETF	$419K	0.2%Prev: 0.2%	1,704 SH	Decreased-497 SH
ISHARES TR	SELECT US REIT	$372K	0.2%	6,231 SH	New
ISHARES TR	TRUST ISHARE 0-1	$602K	0.3%Prev: 0.1%	5,464 SH	Increased+2,106 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$5.8M	2.9%Prev: 4.7%	115,126 SH	Decreased-124,647 SH
JFROG LTD	ORD SHS	$222K	0.1%	3,560 SH	New
JOHNSON & JOHNSON	COM	$594K	0.3%Prev: 0.3%	2,869 SH	Decreased-260 SH
JPMORGAN CHASE & CO.	COM	$624K	0.3%	1,938 SH	New
LITMAN GREGORY FDS TR	IMGP DBI MANAGED	$12.0M	6.1%	428,563 SH	New
LOCKHEED MARTIN CORP	COM	$296K	0.1%Prev: 0.1%	611 SH	Decreased+1 SH
LOWES COS INC	COM	$314K	0.2%Prev: 0.1%	1,300 SH	Increased-9 SH
MAIN STR CAP CORP	COM	$498K	0.3%Prev: 0.2%	8,247 SH	Increased+18 SH
MASTERCARD INCORPORATED	CL A	$316K	0.2%Prev: 0.2%	554 SH	Decreased-429 SH
MCDONALDS CORP	COM	$259K	0.1%Prev: 0.1%	846 SH	Increased-196 SH
MEDTRONIC PLC	SHS	$215K	0.1%	2,234 SH	New
META PLATFORMS INC	CL A	$492K	0.2%Prev: 0.3%	745 SH	Decreased-452 SH
MICROSOFT CORP	COM	$3.2M	1.6%Prev: 1.4%	6,535 SH	Decreased-688 SH
MOODYS CORP	COM	$220K	0.1%Prev: 0.1%	431 SH	Decreased-291 SH
NOVO-NORDISK A S	ADR	$221K	0.1%	4,337 SH	New
NVIDIA CORPORATION	COM	$1.1M	0.5%Prev: 0.6%	5,633 SH	Decreased-617 SH
ORACLE CORP	COM	$482K	0.2%Prev: 0.1%	2,471 SH	Increased-20 SH
ORLA MNG LTD NEW	COM	$245K	0.1%	18,177 SH	New
PEPSICO INC	COM	$457K	0.2%Prev: 0.2%	3,186 SH	Increased+35 SH
PFIZER INC	COM	$213K	0.1%	21,661 SH	New
PHILIP MORRIS INTL INC	COM	$430K	0.2%Prev: 0.2%	2,683 SH	Decreased-24 SH
PROCTER AND GAMBLE CO	COM	$782K	0.4%	5,459 SH	New
PROSHARES TR	PSHS ULT S&P 500	$3.4M	1.7%Prev: 1.6%	58,823 SH	Decreased+1,387 SH
PROSHARES TR	PSHS ULTRA QQQ	$1.6M	0.8%Prev: 0.7%	22,816 SH	Decreased+4,639 SH
PROSHARES TR	ULTRA 20YR TRE	$265K	0.1%	16,038 SH	New
PROSHARES TR	ULTRAPRO QQQ	$500K	0.3%Prev: 0.3%	9,478 SH	Decreased+518 SH
PROSHARES TR	ULTRPRO DOW30	$611K	0.3%Prev: 0.3%	10,546 SH	Decreased+25 SH
PROSHARES TR II	ULTRA GOLD	$300K	0.2%	5,400 SH	New
PRUDENTIAL FINL INC	COM	$231K	0.1%Prev: 0.1%	2,050 SH	Decreased-27 SH
PUBLIC SVC ENTERPRISE GRP IN	COM	$261K	0.1%	3,250 SH	New
REAVES UTIL INCOME FD	COM SH BEN INT	$233K	0.1%Prev: 0.1%	6,361 SH	Decreased-4,060 SH
RTX CORPORATION	COM	$293K	0.1%Prev: 0.1%	1,597 SH	Increased+21 SH
S&P GLOBAL INC	COM	$318K	0.2%Prev: 0.1%	608 SH	Decreased-278 SH
SELECT SECTOR SPDR TR	STATE STREET COM	$4.7M	2.4%	40,119 SH	New
SELECT SECTOR SPDR TR	STATE STREET CON	$4.2M	2.1%	35,558 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$4.0M	2.0%	89,132 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$4.5M	2.3%	81,478 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$4.1M	2.1%	26,556 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$4.5M	2.3%	29,078 SH	New
SELECT SECTOR SPDR TR	STATE STREET MAT	$3.6M	1.8%	78,431 SH	New
SELECT SECTOR SPDR TR	STATE STREET REA	$247K	0.1%	6,127 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$5.0M	2.5%	34,650 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$4.7M	2.4%	109,546 SH	New
SOUTHERN CO	COM	$214K	0.1%	2,458 SH	New
SPDR DOW JONES INDL AVERAGE	UT SER 1	$489K	0.2%	1,017 SH	New
SPDR GOLD TR	GOLD SHS	$6.5M	3.3%Prev: 0.8%	16,419 SH	Increased+11,366 SH
SPDR INDEX SHS FDS	DJ INTL RL ETF	$2.4M	1.2%	84,778 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$4.9M	2.5%	7,192 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$366K	0.2%	4,011 SH	New
STRATEGY SHS	NEWFOUND RESLV	$1.8M	0.9%Prev: 0.5%	56,153 SH	Increased+18,818 SH
TESLA INC	COM	$305K	0.2%Prev: 0.1%	678 SH	Increased+23 SH
TIDAL TRUST II	RETURN STACKED B	$684K	0.3%	44,455 SH	New
TIDAL TRUST II	RETURN STACKED U	$3.2M	1.6%	155,349 SH	New
TIDAL TRUST II	RETURN STCKD US	$5.2M	2.6%Prev: 3.4%	182,119 SH	Decreased-63,912 SH
TIDAL TRUST II	RTN STACKED BD	$3.1M	1.5%Prev: 2.0%	170,443 SH	Decreased-98,587 SH
TORONTO DOMINION BK ONT	COM NEW	$222K	0.1%Prev: 0.1%	2,356 SH	Decreased
TOTALENERGIES SE	ACT	$316K	0.2%Prev: 0.2%	4,832 SH	Decreased-499 SH
VANECK ETF TRUST	SHRT HGH YLD MUN	$258K	0.1%Prev: 0.1%	11,275 SH	Increased+125 SH
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$1.0M	0.5%Prev: 0.8%	5,023 SH	Decreased-4,069 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$334K	0.2%Prev: 0.3%	6,920 SH	Decreased-7,068 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$331K	0.2%Prev: 0.4%	1,582 SH	Decreased-3,267 SH
VANGUARD INDEX FDS	GROWTH ETF	$296K	0.1%	607 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.6M	1.8%Prev: 1.7%	5,716 SH	Decreased-663 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.8M	1.4%	8,331 SH	New
VANGUARD INDEX FDS	VALUE ETF	$307K	0.2%	1,606 SH	New
VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$272K	0.1%	3,609 SH	New
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$373K	0.2%Prev: 0.2%	5,065 SH	Decreased-2 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.2M	1.1%Prev: 0.8%	40,240 SH	Increased+6,142 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$780K	0.4%Prev: 1.6%	9,329 SH	Decreased-36,592 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$289K	0.1%Prev: 0.2%	2,050 SH	Decreased-1,826 SH
VANGUARD SCOTTSDALE FDS	LG-TERM COR BD	$530K	0.3%Prev: 0.2%	6,987 SH	Decreased-1,264 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.8M	1.9%Prev: 1.4%	17,234 SH	Increased+2,399 SH
VANGUARD STAR FDS	VG TL INTL STK F	$270K	0.1%Prev: 0.8%	3,580 SH	Decreased-21,062 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.2M	1.1%Prev: 1.6%	34,541 SH	Decreased-22,396 SH
VERIZON COMMUNICATIONS INC	COM	$341K	0.2%Prev: 0.1%	8,375 SH	Decreased+235 SH
VISA INC	COM CL A	$623K	0.3%Prev: 0.3%	1,777 SH	Decreased-445 SH
VS TRUST	-1X SHRT VIX FUT	$2.7M	1.4%Prev: 0.9%	112,207 SH	Increased+31,654 SH
WALMART INC	COM	$466K	0.2%Prev: 0.2%	4,179 SH	Decreased-720 SH
WELLS FARGO CO NEW	COM	$244K	0.1%	2,621 SH	New
WILLIAMS COS INC	COM	$318K	0.2%Prev: 0.1%	5,293 SH	Decreased+57 SH
WISDOMTREE TR	US EFFICIENT COR	$1.3M	0.6%	23,030 SH	New

Sold (vs prior filing)

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CREDO TECHNOLOGY GROUP HOLDI — $295K
EA SERIES TRUST — $1.0M
EA SERIES TRUST — $1.1M
EQUINOX GOLD CORP — $330K
EXXONMOBIL HOLDINGS CORP — $1.5M
FREEPORT MCMORAN INC — $399K
GE AEROSPACE — $246K
GMO ETF TRUST — $345K
IM GLOBAL PARTNER FUNDS — $7.5M
INNODATA INC — $212K
ISHARES TR — $270K
ISHARES TR — $654K
ISHARES TR — $224K
… and 51 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 7, 2026	Q4 2025	13F-HR	0001888831-26-000001	$198.3M	View
Oct 21, 2026	Q3 2026	13F-HR	0001888831-26-000005	$256.0M	View
Dec 2, 2025	Q3 2025